Some Services Offered
Potential New Client Intake
Gather pertinent information
Take initial call from potential clients to determine if they have a case
Initial Set Up
Initial set up of electronic file
Arrangements
Provide fee arrangement and other attorney retention information (contract to be signed in presence of attorney)
Authorizations
Obtain signed authorizations for use in collecting medical and other record
New File Management
Obtain Records
Obtain police reports and other Freedom of Information materials
Request medical, employment, school, worker's compensation, health insurance claims, and other records
Collect pertinent client documents
Receive, Review, Summarize
Track receipt of requested records and follow up for outstanding items
Receive, review, and summarize medical and other records, including medical expenses
Organize
Create medical records summaries and/or chronologies, and medical expense/lien spreadsheets
Pre-Suit Claim Work Up
Identify and Research
Identify causation and liability
Collect pertinent evidence and documents
Provide suggestions for possible value of claim(s)
Prepare
Prepare Demand Packages
Draft reports to clients
Communicate
Draft reports to clients
Contact subrogated lien holders for payment logs and/or initiate discussions to reduce lien(s)
Litigation
Preparation
Draft Complaints and Notices of Intent
Answer Complaints
Draft and respond to written discovery
Prepare deposition notebooks (electronic)
Schedule
Schedule meetings with client's witnesses, and expert doctors
Contact witnesses for statements
Schedule depositions and court reporters (live or via Zoom)
Draft
Draft deposition summaries or digests
Draft Motions and Proposed Orders, and schedule hearings
Schedule IMEs (Independent Medical Exams), and draft requests for reports
Draft Subpoenas
Draft Witness Lists, Exhibit Lists, Jury Instructions, Verdict Forms
Prepare trial exhibits, trial subpoenas, trial notebooks (electronic)
Additional Services or Needs Please Inquire for Availability